CWM

CIBC World Markets Portfolio holdings

AUM $15.1B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.6B
AUM Growth
-$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$701M
2
+$236M
3
+$147M
4
MSFT icon
Microsoft
MSFT
+$137M
5
TSLA icon
Tesla
TSLA
+$112M

Top Sells

1
+$124M
2
+$120M
3
+$105M
4
KO icon
Coca-Cola
KO
+$100M
5
UNH icon
UnitedHealth
UNH
+$88M

Sector Composition

1 Technology 17.59%
2 Consumer Staples 16.12%
3 Financials 15.96%
4 Communication Services 14.37%
5 Consumer Discretionary 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.5M 0.08%
32,501
-4,304
152
$8.48M 0.08%
91,542
-178,478
153
$8.38M 0.08%
+127,900
154
$8.31M 0.08%
52,131
-6,246
155
$8.17M 0.08%
17,446
+5,202
156
$8.11M 0.08%
90,296
+11,125
157
$8.08M 0.08%
84,443
-4,251
158
$8.02M 0.08%
13,567
-11,478
159
$7.95M 0.07%
44,489
-126,987
160
$7.93M 0.07%
272,965
+74,620
161
$7.87M 0.07%
69,331
+51,763
162
$7.86M 0.07%
52,361
+27,487
163
$7.85M 0.07%
61,921
-3,913
164
$7.71M 0.07%
47,303
-1,609
165
$7.66M 0.07%
+2,140,000
166
$7.64M 0.07%
98,164
+28,242
167
$7.59M 0.07%
134,104
+69,574
168
$7.54M 0.07%
67,670
+50,727
169
$7.53M 0.07%
18,267
-802
170
$7.51M 0.07%
81,941
+44,916
171
$7.38M 0.07%
133,450
-7,327
172
$7.38M 0.07%
49,863
+26,091
173
$7.38M 0.07%
105,015
+73,307
174
$7.2M 0.07%
63,229
+33,267
175
$7.13M 0.07%
53,035
+1,591
5 6
7
8 9